$40MM AUM | $300,000 GDC in Glen Allen, VA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Glen Allen , VA, US
Fee 0% Commission 100%
Gross Revenue
$300,000.00
# of Accounts
150
Avg Client Age
60
Overview

My book is mostly fee-based and I am looking to buy another practice. I focus on diversified accounts with a mixture of stocks, funds and ETFs. I run the managed portfolios for our firm.

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